Dominic Allan Magliari

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 03/2023
  Mml Investors Services, Llc
  Meridian, ID
• 08/2021 → 03/2023
  Massmutual Life Insurance Company
  Meridian, ID
• 04/2021 → Present
  Boise Swim Club
  Boise, ID
• 04/2019 → 03/2022
  Cap Ed Credit Union
  Meridian, ID
• 08/2017 → 04/2019
  Coasthills Credit Union
  Atascadero, CA
• 02/2016 → 08/2017
  Icon Credit Union
  Meridian, ID
• 09/2023 → 01/2024
  Woodbury Financial Services Inc
  Boise, ID
• 01/2024 → Present
  Osaic Wealth, Inc.
  Boise, ID

Previous Registrations

• 2023-09-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Boise, ID
• 2023-03-23 → 2023-03-30
  Mml Investors Services, Llc
  Meridian, ID

Other Businesses

1. RIVER EDGE ADVISING POSITION: owner NATURE: fixed insurance sales. health/life/disability INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 1996 E Bergeson St, Boise ID 83706, United States DESCRIPTION: fixed insurance advising 2. BOISE SWIM CLUB POSITION: Swim Coach NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 1116 N Cole Rd, Boise ID 83716, United States DESCRIPTION: Swim Coach in the evenings. Never during active work hours. 3. MWM PLANNING POSITION: Registered Assistant NATURE: sole prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/12/2026 ADDRESS: 1882 W Frederic Lane, Boise ID 83705, United States DESCRIPTION: Utilizing "MWM Planning" as DBA for marketing purposes for Osaic Advisors I support.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03

Other Names

• Dominic Magliari